Mad Money: 2021年6月21日(月)の放送の要点

[Jun Kurema (暮眞★潤)]

2021年6月21日(月)放送のCNBC「Mad Money w/ Jim Cramer」のサマリーです。ビデオクリップ＆トランスクリプト（英文）が掲載されているCNBCサイトへのリンクも併記しています。

 

(1) Last week’s market worries are no longer in play on Wall Street, Jim Cramer says (https://www.cnbc.com/2021/06/21/jim-cramer-last-weeks-worries-are-no-longer-in-player-on-wall-street.html)

• Monday’s gains suggest that Wall Street has dismissed the headwinds that drove down stocks last week, CNBC’s Jim Cramer said.
• “Tomorrow, traders will go for the winners, not the losers, because it looks like we forgot everything that took us down on Friday, otherwise we wouldn’t be up so strongly today,” he said on “Mad Money.”
• He recommended investors get into stocks like Gap, Chevron, Pioneer Resources and Adobe.

Ticker: DVX, PXD, ADBE, GPS, UPS, AXP

 

(2) Executive Interview: Boxed CEO on choosing to go public via SPAC offering (https://www.cnbc.com/video/2021/06/21/boxed-ceo-on-choosing-to-go-public-via-spac-offering.html)

Boxed CEO Chieh Huang discussed why the online grocery wholesale retailer opted to go public through a special prupose acquisisiton corporation instead of a traditional public offering.

Ticker: SVOK

 

(3) Jim Cramer sees buying opportunities as pandemic winners lag the market (https://www.cnbc.com/2021/06/21/jim-cramer-spots-buying-opportunities-in-lagging-pandemic-winners.html)

• CNBC’s Jim Cramer highlighted a handful of stocks that outperformed at the height of the pandemic whose prices have fallen as the economy reopens.
• “That could create some buying opportunities, but only if you’re very patient and willing to take some pain,” the “Mad Money” host said.

Stock & Ticker: Thor Industries (THO), Brunswick (BC), Campbell Soup (CPB), Take-Two Interactive (TTWO), Disney (DIS)

 

(4) Executive Interview: Cerence CEO on how semiconductor shortage has impacted business (https://www.cnbc.com/video/2021/06/21/cerence-ceo-on-how-semiconductor-shortage-has-impacted-business.html)

Cerence CEO Sanjay Dhawan delivered his outlook on the semiconductor shortage that has hampered car manufacturing. Cerence makes automotive assistants intended to improve the car-driving experience.

Ticker: CRNC

 

(5) Cramer’s lightning round: Marathon Oil is likely going higher (https://www.cnbc.com/2021/06/21/cramer-lightning-round-marathon-oil-is-likely-going-higher.html)

• Sesen Bio: “Take some off [the table]. If it doesn’t go right, this thing’s going to go to $1.”
• Louisiana-Pacific: “What happens when that multiple shrinks it usually means that the earnings are going to fall apart next year. I disagree with that judgment. I’m with you. I know the stock can go lower because the chart is hideous, but I want to stick with Louisiana-Pacific.”
• Gevo: “Gevo’s the kind of company that I think people should have room in their portfolio for because it’s a way to be able to have fuel that is not bad for — look, green chemicals are the future.”
• Arlo Technologies: “I’ve got to do some work on that one.”
• Nikola: “Life’s too short. Let’s pick another one of these.”
• Advanced Drainage: “I think the stock’s going to come down, but I agree with you. I think it’s a very good situation. It’s just a nice, medium-sized-cap story about building and drainage.”
• Marathon Oil: “Marathon Oil’s OK. It got an upgrade today. You know I prefer Chevron … but you’re going to be fine in Marathon. It’s just not as high quality as I would like, but it’s a $13 stock that’s probably going higher.”

Ticker: SESN, LPX, GEVO, ARLO, NKLA, WMS, MRO,

 

(6) [No Video Clip] Cramer’s take about Meme culture and the impact it has on wall street 

 

Other Stocks Discussed (calls with audiences): Deere (DE), Micron Technology (MU) [like MU but not as much as AMD], General Electric (GE) [hold], Carnival Corporation (CCL) [hold, like NCLH better], Lydall (LDL),

 

参考: この日の放送に関するその他のサイトへのリンク

• Google Podcast (音声）
• Internet Archive（1分毎のビデオ＆テキスト）

Disclaimer

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